Profit First Accounting & Tax Professionals

You Take Care of the Business. Now it's Time to Take Care of you With Personal Financial Services.

Leave a Lasting Legacy

Reach Personal Financial Goals

You are Your Biggest Business Asset

Don't let taking care of business today keep you from caring for your financial future.

Prepare to be Done in Five

Whether you want to walk away from your business or not, you should always have the option to make that decision. Get your business ready to retire, sell, or just wind things down in five years. That way you have the power to choose what's right for you as life changes.

With our Done in Five program we will:

  • Evaluate your current financial situation, including assets and liabilities to achieve an overall value for your business
  • Create a budget that meets your goals

Secure Your Retirement

Most business owners work so hard right now that they don't make time to think about their personal future. We're here to make sure you're can live well now and in the future.

  • Provide long-term security for your family's future
  • Tax-free contributions - Pre-tax contributions are subject to income tax only after withdrawal, typically when you retire
  • Select the right retirement plans (IRAs, SIMPLE Plans, SEP plans, Keogh plans, and 401(K) plans to name a few) to meet everyone's needs
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April 15th is Coming Soon! Are you Prepared?

We can't rewind time, but we can help you make the most of what you've already done and help you prepare for a better future. The best day to start your tax preparation is TODAY!

Ready to Keep all the Money you Deserve?

Speak to one of our team.

Schedule Consult

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Kick Money Worries to the Curb

You can take the reins and reach your goals.

  • Anxiety

  • Control

Ready to Chat?

Phone: 410.442.9939
Fax: 410.442.1150